Bernard Wealth Management Corp. First Tr Value Line Divid Inde Transaction History
Bernard Wealth Management Corp.
- $173 Billion
- Q4 2024
A detailed history of Bernard Wealth Management Corp. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 2,062 shares of FVD stock, worth $92,274. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,062Holding current value
$92,274% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
627Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$941 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.6MShares$789 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC7.35MShares$329 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.66MShares$298 Million0.07% of portfolio